0001140361-12-007189.txt : 20120213
0001140361-12-007189.hdr.sgml : 20120213
20120213122319
ACCESSION NUMBER: 0001140361-12-007189
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20111231
FILED AS OF DATE: 20120213
DATE AS OF CHANGE: 20120213
EFFECTIVENESS DATE: 20120213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cavalry Management Group, LLC
CENTRAL INDEX KEY: 0001484165
IRS NUMBER: 753092973
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13913
FILM NUMBER: 12596940
BUSINESS ADDRESS:
STREET 1: TWO EMBARCADERO CENTER, SUITE 600
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
BUSINESS PHONE: 415-439-7000
MAIL ADDRESS:
STREET 1: TWO EMBARCADERO CENTER, SUITE 600
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
13F-HR
1
form13fhr.txt
NONE
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 12/31/2011
Check here if Amendment []; Amendment Number:
-------
This Amendment (Check only one.): [] is a restatement.
[] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Cavalry Management Group, LLC
Address: Two Embarcadero Center, Suite 600
San Francisco, CA 94111
Form 13F File Number: 028-13913
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this submission.
Persons Signing this Report on Behalf of Reporting Manager:
Name: William Bindeman
Title: Chief Financial Officer
Phone: 415-439-7013
Signature, Place, and Date of Signing:
/s/ William H. Bindeman San Francisco, CA 2/10/2012
--------------------------------- --------------------------------- ----------
[Signature] [City, State] [Date]
Report Type (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 33
Form 13F Information Table Value Total: $ 747,701
--------------
(In Thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
----------------------------------- -------------- --------- -------- ----------------- ---------- -------- -------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
----------------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ ----
ANCESTRY.COM INC COM 032803108 30458 1326575 SH SOLE 1326575 0 0
APPLE COMPUTER INC COM 037833100 145027 358092 SH SOLE 358092 0 0
AUTODESK INC COM 052769106 249 8200 SH SOLE 8200 0 0
CIENA CORP COM NEW 171779309 29379 2428000 SH SOLE 2428000 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 572 8900 SH SOLE 8900 0 0
CONSTANT CONTACT INC COM 210313102 4476 192833 SH SOLE 192833 0 0
COVANTA HOLDING CORPDELAWARE COM 22282E102 4597 335809 SH SOLE 335809 0 0
DANAHER CORP COM 235851102 9728 206800 SH SOLE 206800 0 0
EBAY INC COM 278642103 51675 1703769 SH SOLE 1703769 0 0
ELECTRONIC ARTS COM 285512109 20110 976216 SH SOLE 976216 0 0
ERICSSON B ADR B SEK 10 294821608 15236 1504000 SH SOLE 1504000 0 0
GIANT INTERCTIVE ADR 374511103 5538 1357238 SH SOLE 1357238 0 0
JIVE SOFTWARE INC COM 47760A108 400 25000 SH SOLE 25000 0 0
JUNIPER NETWORKS INC COM 48203R104 18167 890100 SH SOLE 890100 0 0
LINKEDIN CORP COM CL A 53578A108 2205 35000 SH SOLE 35000 0 0
MICROSOFT CORP COM 594918104 80710 3109000 SH SOLE 3109000 0 0
NETFLIX INC COM 64110L106 20096 290030 SH SOLE 290030 0 0
NETEASE COM INC ADR SP ADR 64110W102 29197 651000 SH SOLE 651000 0 0
NETLOGIC MICROSYSTEMS INC COM 64118B100 734 14800 SH SOLE 14800 0 0
PANDORA MEDIA INC COM 698354107 3003 300000 SH SOLE 300000 0 0
POWERSHARES QQQ NASDAQ 100 UNIT SER 1 73935A104 698 12500 SH SOLE 12500 0 0
PRICELINE COM INC COM NEW 741503403 34759 74318 SH SOLE 74318 0 0
QUALCOMM INC COM 747525103 78236 1430272 SH SOLE 1430272 0 0
REALD INC COM 75604L105 12289 1547704 SH SOLE 1547704 0 0
RED HAT INC COM 756577102 438 10600 SH SOLE 10600 0 0
SEAGATE TECHNOLOGY SHS G7945M107 39360 2400000 SH SOLE 2400000 0 0
SALESFORCE COM INC COM 79466L302 18237 179750 SH SOLE 179750 0 0
SERVICESOURCE INTERNATIONAL COM 81763U100 785 50000 SH SOLE 50000 0 0
TTM TECHNOLOGIES INC COM 87305R109 22973 2096118 SH SOLE 2096118 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 45865 1250072 SH SOLE 1250072 0 0
ZYNGA INCCOM COM CL A 98986T108 2353 250000 SH SOLE 250000 0 0
JA SOLAR HOLDINGS CO LTD SP ADR 466090107 5055 3772082 SH SOLE 3772082 0 0
SPREADTRUM COMMUNICATIONS IN ADR 849415203 15096 722999 SH SOLE 722999 0 0